Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBSH (Commerce Bancshares, Inc.) | 0.75% | -11.30% | 9.81% | -1.03% | 7.45% | 9.64% | 8.39% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBSH (Commerce Bancshares, Inc.) | 03/17/1980 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.85 | -11.30 | 9.81 | -1.03 | 7.45 | 9.64 | 8.39 | … | … | 0.75 | -10.16 | 24.71 | -15.83 | 5.57 | 11.36 | -1.79 | 28.64 | 12.83 | 2.99 | 45.17 | -0.29 | 8.81 | 44.09 | 7.76 | 3.02 | 10.27 | -0.24 | 10.40 | -5.42 | 4.29 | 16.55 | 4.15 | 26.96 | 12.74 | -7.14 | 27.72 | -20.29 | -30.84 | 46.49 | 20.92 | 48.75 | -0.53 | -36.31 | 37.16 | 41.08 | -13.15 | 27.54 | 40.34 | -13.77 | 9.96 | 39.44 | -0.55 | 44.80 | 12.61 | 24.72 | 18.67 |
| Sharpe Ratio | NA | -0.68 | 0.26 | -0.16 | 0.22 | NA | NA | … | … | -0.09 | -0.54 | 0.92 | -0.68 | 0.18 | 0.47 | -0.04 | 1.46 | 0.59 | 0.12 | 2.07 | -0.02 | 0.49 | 2.61 | 0.43 | 0.10 | 0.47 | -0.01 | 0.18 | -0.43 | 0.07 | 0.97 | 0.22 | 1.64 | 0.47 | -0.43 | 0.79 | -0.98 | -0.69 | 2.04 | 0.97 | 2.59 | -0.18 | -0.84 | 1.73 | 1.86 | -0.86 | 1.10 | 1.89 | -0.76 | 0.36 | 2.54 | -0.83 | 3.27 | 0.40 | 0.97 | 0.97 |
| Standard Deviation(%) | NA | 21.09 | 24.43 | 24.26 | 26.49 | NA | NA | … | … | 19.97 | 24.28 | 22.88 | 28.83 | 23.14 | 24.13 | 49.64 | 18.56 | 19.63 | 18.98 | 21.74 | 20.33 | 17.92 | 16.90 | 18.08 | 30.25 | 21.63 | 46.61 | 52.62 | 20.00 | 13.22 | 14.76 | 14.71 | 16.00 | 24.70 | 22.85 | 29.80 | 24.06 | 49.53 | 20.88 | 17.66 | 17.26 | 20.14 | 45.55 | 19.84 | 19.90 | 21.60 | 19.55 | 18.67 | 23.49 | 15.43 | 13.37 | 9.07 | 11.70 | 11.90 | 14.57 | 16.42 |
| Draw Down(%) | NA | 23.44 | 27.63 | 37.97 | 38.22 | NA | NA | … | … | 13.55 | 24.15 | 11.98 | 37.04 | 14.47 | 17.67 | 35.17 | 12.87 | 17.66 | 12.37 | 11.02 | 12.55 | 12.39 | 9.62 | 12.34 | 22.64 | 17.23 | 35.71 | 29.59 | 13.89 | 8.39 | 7.70 | 11.69 | 13.52 | 24.72 | 22.74 | 20.24 | 24.06 | 51.20 | 14.54 | 13.03 | 5.66 | 15.37 | 45.23 | 7.74 | 15.19 | 32.11 | 9.87 | 6.56 | 30.07 | 17.86 | 10.26 | 14.97 | 13.22 | 12.50 | 14.29 | 10.75 |
| Yield(%) | 0.00 | 1.82 | 2.17 | 1.37 | 2.08 | 2.99 | 2.70 | … | … | 0.53 | 1.87 | 2.09 | 1.68 | 1.53 | 1.51 | 1.37 | 1.76 | 1.62 | 1.49 | 2.06 | 1.98 | 1.94 | 2.36 | 5.96 | 2.14 | 2.25 | 2.10 | 2.16 | 1.97 | 1.81 | 1.89 | 1.70 | 1.88 | 1.64 | 1.16 | 1.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBSH (Commerce Bancshares, Inc.) |
-14.68%
Feb 1998 – Feb 2001 |
-7.19%
Feb 1998 – Feb 2003 |
-0.14%
Feb 1998 – Feb 2008 |
2.79%
Dec 1997 – Dec 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBSH (Commerce Bancshares, Inc.) |
38.12%
Dec 1994 – Dec 1997 |
26.22%
Apr 1981 – Apr 1986 |
19.56%
Jan 1983 – Jan 1993 |
16.30%
Feb 1983 – Feb 1998 |
Annualized Rolling Returns Comparison Chart